How to Capitalize on the Ongoing Bull Market for Chinese Stocks

Noah JohnsonOct 1 03:32 ET

Is winter really coming? Micron's financial report slaps Goldman Sachs in the face, global chip stocks partying together.

①This Thursday, global chip stocks usher in a frenzy. After Micron Technology released a bright financial report, SK Hynix and Tokyo Electron Ltd. unsponsored ADR also brought bullish news, driving the chip stocks in the USA, Japan, and Europe markets to generally rise; ②In stark contrast to the continuous good news, a pessimistic report titled 'Winter is Coming' was published by Morgan Stanley just half a month ago.

cls.cnSep 26 19:39 ET

How do semiconductor companies respond to cyclical fluctuations? How do they seize the AI wave? The Shanghai Stock Exchange will provide answers at this collective earnings conference.

①Will Semiconductor, Wingtech Technology, Caihong Display Devices, Wuxi NCE Power, Espressif Systems, Dongxin Shares participated in the Shanghai Stock Exchange Semiconductor Industry Collective Performance Briefing; ②In the rapid development of the past few years, the above-mentioned companies have expanded their product lines and terminal application scenarios through mergers and acquisitions, or have established a global sales and research and development network. Many representatives from the companies shared their experiences and achievements on site.

cls.cnSep 19 20:09 ET

European semiconductor industry calls for open trade: economic security should not be based on restrictive measures.

①The members of the European semiconductor industry association include asml holding, Infineon, and other well-known European industry manufacturers; ②The European Union once launched the first chip law in April 2023, but many first batch subsidy projects are already delayed or in doubt; ③The European industry association has called for the urgent introduction of a "Chip Law 2.0" support policy.

cls.cnSep 2 21:32 ET

The Star Market Evening News | Semiconductor Manufacturing International Corporation's net profit in the first half of the year dropped by 45%. Evert plans to invest in building a siasun robot&automation super factory.

① Shanghai SK Automation Technology's net income in the first half of the year increased by 2161.89% year-on-year; ② Weijie Chuangxin and Kewell Technology plan to repurchase; ③ Huayi Technology and related personnel received a warning letter from the Shanghai Securities Regulatory Bureau.

cls.cnAug 29 09:06 ET

A-shares and Hong Kong stocks opened high, with Hang Seng Technology rising more than 2%, and Semiconductor Manufacturing International Corporation rising more than 9% on the Hong Kong stock market.

Beyond expectations, Semiconductor Manufacturing International Corporation's Hong Kong shares rose by more than 9%, while Guolian Securities opened with an increase of more than 7%. The company's restructuring plan has been released: it plans to acquire 99.26% of Minsheng Securities' shares for 29.5 billion yuan, and long-term government bonds continue to decline.

wallstreetcnAug 8 21:40 ET